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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Kennedy is a financial advisor with Ameriprise Financial Services, LLC, with over 20 years of experience in the financial industry. James Kennedy has a broad range of experience and specializes in a variety of areas. He has experience with Ameriprise Financial Services, LLC, TRANSAMERICA FINANCIAL ADVISORS, INC, AMERICAN EXPRESS FINANCIAL ADVISORS INC., IDS LIFE INSURANCE COMPANY, NEOVEST TRADING, and VISION BROKERAGE SERVICES, LLC. James Kennedy provides investment advice to a diverse range of clients, including individuals, high-net-worth individuals, businesses, and retirement plans. He has a strong commitment to providing clients with personalized financial advice to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
GA
09/09/2016 - Present
Ameriprise Financial Services, LLC (ATLANTA GA)
GA
01/11/2013 - 10/20/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (ALPHARETTA GA)
MN
01/07/2003 - 07/06/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/07/2003 - 07/06/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
04/09/2002 - 05/02/2002
NEOVEST TRADING (NEW YORK NY)
CT
11/08/2001 - 04/01/2002
VISION BROKERAGE SERVICES, LLC (STAMFORD CT)
BC
Issued 01/14/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/26/1994
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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